MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 73 filers reported holding MFS CHARTER INCOME TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $153,750 | -96.6% | 25,000 | -95.9% | 0.01% | -97.4% |
| Q4 2018 | $4,519,000 | -3.8% | 615,676 | +1.7% | 0.27% | -31.4% |
| Q3 2018 | $4,698,000 | -6.2% | 605,376 | -4.1% | 0.39% | -0.5% |
| Q2 2018 | $5,006,000 | -17.0% | 631,304 | -15.0% | 0.39% | -12.1% |
| Q1 2018 | $6,034,000 | -9.3% | 743,051 | -5.3% | 0.45% | -3.2% |
| Q4 2017 | $6,655,000 | -2.5% | 784,804 | -0.1% | 0.46% | -16.9% |
| Q3 2017 | $6,825,000 | -2.7% | 785,348 | -3.3% | 0.56% | +3.7% |
| Q2 2017 | $7,014,000 | -0.4% | 811,837 | -0.7% | 0.54% | +9.8% |
| Q1 2017 | $7,043,000 | -19.1% | 817,951 | -19.9% | 0.49% | -13.9% |
| Q4 2016 | $8,702,000 | -13.4% | 1,021,354 | -12.2% | 0.57% | -22.2% |
| Q3 2016 | $10,052,000 | -16.1% | 1,163,436 | -17.8% | 0.73% | -5.8% |
| Q2 2016 | $11,982,000 | -7.8% | 1,414,638 | -11.5% | 0.78% | -3.0% |
| Q1 2016 | $12,990,000 | +6.7% | 1,597,805 | 0.0% | 0.80% | +15.3% |
| Q4 2015 | $12,175,000 | -1.9% | 1,597,805 | -0.2% | 0.69% | -9.2% |
| Q3 2015 | $12,406,000 | -8.5% | 1,600,805 | 0.0% | 0.76% | -9.3% |
| Q2 2015 | $13,559,000 | -1.1% | 1,600,805 | +2.8% | 0.84% | -8.5% |
| Q1 2015 | $13,704,000 | +70.7% | 1,557,258 | +78.3% | 0.92% | +72.4% |
| Q4 2014 | $8,028,000 | -4.8% | 873,547 | -8.2% | 0.53% | -21.0% |
| Q3 2014 | $8,435,000 | -2.0% | 952,026 | +2.2% | 0.68% | -2.5% |
| Q2 2014 | $8,611,000 | +97.1% | 931,926 | +94.8% | 0.69% | +94.4% |
| Q1 2014 | $4,369,000 | +89.5% | 478,484 | +87.8% | 0.36% | +101.1% |
| Q4 2013 | $2,306,000 | +11.3% | 254,821 | +10.1% | 0.18% | -18.8% |
| Q3 2013 | $2,072,000 | +98.1% | 231,546 | +104.8% | 0.22% | +87.9% |
| Q2 2013 | $1,046,000 | – | 113,075 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 117,973 | $702,000 | 0.35% |
| Stonebridge Financial Planning Group, LLC | 74,380 | $443,000 | 0.31% |
| Altus Wealth Group LLC | 32,530 | $280,000 | 0.28% |
| Fortitude Advisory Group L.L.C. | 46,261 | $275,000 | 0.26% |
| SIT INVESTMENT ASSOCIATES INC | 1,142,144 | $6,796,000 | 0.20% |
| 9258 Wealth Management, LLC | 62,283 | $371,000 | 0.10% |
| Valley Brook Capital Group, Inc. | 14,100 | $83,000 | 0.09% |
| L.M. KOHN & COMPANY | 22,106 | $132,000 | 0.06% |
| CoreCap Advisors, LLC | 115,710 | $688 | 0.06% |
| CENTAURUS FINANCIAL, INC. | 84,349 | $502,000 | 0.05% |